How do I create a custom users report in Analytics (new)?
As a Canvas Catalog admin, you can search and filter user data to generate custom reports in an updated and improved analytics interface in Analytics (new).
Notes:
- The functionality shown in this lesson is for the Analytics (new) interface. Through June 30, 2023, analytics data and reporting continue to display in the old format in the Analytics (original) and Reports pages.
- Reports and Analytics (original) tabs are scheduled for removal on June 30, 2023. If you have automations set up in the old versions, please adjust to the new version by June 30th to ensure a seamless experience.
- Enrollments that are not added to a course through the Catalog enrollment page are not included in catalog analytics.
Open Admin
In the User Menu, click the Admin link.
Open Analytics (new)
In the navigation menu, click the Analytics (new) link.
Search Users
Click the Users tab [1].
To search users, type all or part of a search parameter in the Search field [2].
To search order data using filters, click the Filters button [3].
By default, the Registration Date filter is set to Past Week. To delete the filter and view all users, click the Registration Date icon [4].
Filter Users
To filter by catalog, click the Catalog drop-down menu and select a catalog to include in the search [1]. Repeat with additional catalogs.
To filter by student, click the Student field [2]. Then, enter all or part of a student name and in the list, and click the student name [3].
Select Enrollments Filters
To expand the filter window to display user enrollments filters, click the Expand Enrollments icon [1].
To filter by number of user enrollments, click the Enrollment Count indicators [2].
To filter the users last enrollment date by a time frame, click the Last Enrollment Date drop-down and select a time frame [3]. To use a custom time frame, select the Custom option. Then, type the start and end dates in the From and To fields [4]. Alternatively, to select a date from the calendars, click a calendar icon [5].
Select Registration Filters
To expand the filter window to display user registration filters, click the Expand Registrations icon [1].
To filter the users registrations by a time frame, select a time frame from the Registration Date drop-down menu [2]. To use a custom time frame, select the Custom option. Then, type the start and end dates in the From and To fields [3]. Alternatively, to select a date from the calendars, click a calendar icon [4].
To filter by user registration method, click the Registered Through drop-down menu [5]. Then select the Canvas or Catalog option [6].
Apply or Delete Filters
To apply the selected filters, click the Apply button [1].
To save selections without applying and return to the Listings page, click the Cancel button [2].
To delete selections and return to the default settings, click the Reset Defaults button [3].
View Filtered Data
When filters are applied, the list displays in the chart [1]. To sort a chart column in alphabetic or numerical order, locate the header for that column and click the Sort selector [2].
All columns in the chart do not display at the same time. To display additional column headers, click the Expand icon [3]. To view additional columns, click and drag the horizontal scrollbar [4].
Summary data for the filtered list displays [5].
To delete a selected filter, click the filter name icon [6].
To search for an item in the filtered list, enter all or part of a search parameter in the Search field [7].
Export Filtered Data
To export a CSV of the report, click the Export CSV button. A link to the CSV file is sent to your Canvas account email address.
